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Client Onboarding

Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition.

A beginner’s guide to customer onboarding metrics

August 21, 2024

- by Sylva Sivz

Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about.

How to build an effective B2B customer success onboarding program

August 10, 2024

- by Sylva Sivz

Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term.

How to create a PR questionnaire (free template included)

- by Drazen Vujovic

A well-designed PR questionnaire is an easy way to onboard new clients. In this post, we’ll show you how to create one.

How to create a mortgage questionnaire (free template included)

- by Drazen Vujovic

A mortgage questionnaire is the simplest way to quickly gather information from borrowers. In this post, we’ll show you the questions to include in your template.

How to create a personal injury intake form (free template included)

- by Drazen Vujovic

Learn how to create a personal injury intake form with our step-by-step guide, and access a customizable template to streamline your client intake process.

6 tips for enterprise onboarding success

- by Sylva Sivz

Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers.

A modern tool for digitizing investor onboarding

- by Sylva Sivz

Understand all the steps of the investor onboarding process and how the help of modern tools like Content Snare can help you collect information more efficiently.

How to verify your clients’ identity online

- by Drazen Vujovic

Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online.

Requirements gathering questionnaire (free template included)

- by Drazen Vujovic

Questions to ask in a requirements gathering questionnaire

Why you need a client organizer and which one to choose

- by Sylva Sivz

Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post.

How to improve your KYC onboarding process

- by Drazen Vujovic

Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions.

How to create a property management questionnaire (free template included)

- by Drazen Vujovic

A comprehensive property management questionnaire is a simple way to collect information about your clients’ properties. We’ll show you a list of must-ask questions for your intake form.

5 best practices for SaaS user onboarding excellence

- by Sylva Sivz

Uncover key strategies and tools for enhancing your SaaS user onboarding experience through every step of the customer journey.

How to make an estate planning questionnaire (free template included)

- by Drazen Vujovic

If you’re helping clients manage their assets, it’s best to build a comprehensive estate planning questionnaire. Let us show you how.

How to create an IT onboarding checklist for your clients (template included)

October 22, 2023

- by Drazen Vujovic

Not sure how to onboard a new client? Read this post to learn how to create a comprehensive IT onboarding checklist.

5 client onboarding best practices for making a lasting first impression

October 17, 2023

- by Sylva Sivz

Learn 5 client onboarding best practices you can apply to any type of business to impress your clients.

Customer success best practices: 7 tips to know

October 15, 2023

- by Drazen Vujovic

Not sure how to build your customer success strategy? Read on to learn about some of the best practices in this field!

A guide to mastering platform onboarding

September 5, 2023

- by Nicholas Edwards

Looking to streamline your platform onboarding process? Look no further. In this article, we’ll explain everything you need to know about delivering a seamless and smart onboarding experience.

Boost efficiency with the ClickUp client portal

September 3, 2023

- by Drazen Vujovic

Still learning how to make the most of ClickUp dashboards? Read this post to figure out the basics of the ClickUp client portal.

Monday client portal: Key features (and how to make it even better)

August 31, 2023

- by Drazen Vujovic

So, you’re interested in the Monday client portal? You’ve come to the right post! Read on to learn the basics of this client portal software and how to make it even more efficient.

Asana client portal: All you need to know about it

August 31, 2023

- by Drazen Vujovic

Hoping to improve your client management abilities? The Asana client portal will help you with that. Read on to learn how this platform can help you manage clients more effectively.

How tech can help you streamline the seller onboarding process

August 29, 2023

- by Nicholas Edwards

Looking to onboard new sellers to your marketplace as smoothly and quickly as possible? In this article, we’ll explain how technology can help you do this.

How to streamline the driver onboarding process

August 27, 2023

- by Nicholas Edwards

Driver onboarding can be a complicated, time-consuming process — but it doesn’t have to be. Read on to learn how you can streamline the driver onboarding process by using the right technology.

Top 15 client onboarding tools to boost efficiency

August 13, 2023

- by Drazen Vujovic

Looking for better ways to welcome your new clients? Read on to learn about some of the best client onboarding tools for service companies.

How to create the perfect vendor onboarding form

August 13, 2023

- by Nicholas Edwards

Looking to streamline your vendor onboarding process? Then you’ll need to create a well-crafted vendor onboarding form. In this article, we’ll show you how.

How to nail the vendor onboarding process

August 10, 2023

- by Nicholas Edwards

The vendor onboarding process is a crucial component of any business operation. In this article, we’ll explain everything you need to know to get it right.

How to create the perfect real estate client intake form

- by Nicholas Edwards

Need to collect information from real estate clients at scale? Then you need a real estate client intake form. In this article, we’ll explain everything you need to know to create the perfect one.

Client onboarding automation: How to streamline and simplify your onboarding process

- by Nicholas Edwards

Looking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation.

A comprehensive guide to white-glove onboarding

- by Nicholas Edwards

Looking to give your customers a white-glove onboarding experience? In this article, we cover everything you need to know.

Improve your project intake process: A step-by-step tutorial

- by Drazen Vujovic

Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals.